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Mercer Global Advisors

Mercer Global Advisors Portfolio holdings

AUM $67.6B
1-Year Est. Return 18.3%
This Fund
S&P 500
This Quarter Est. Return
+6.92%
1 Year Est. Return
+18.3%
3 Year Est. Return
+51.43%
5 Year Est. Return
+55.53%
10 Year Est. Return
–
AUM
$59.9B
AUM Growth
+$10.8B
Cap. Flow
+$7.92B
Cap. Flow %
13.22%
Top 10 Hldgs %
36.76%
Holding
2,762
New
514
Increased
1,374
Reduced
710
Closed
129

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$1.37B
2
NVDA icon
NVIDIA
NVDA
+$1.02B
3
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$631M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$490M
5
META icon
Meta Platforms (Facebook)
META
+$320M

Top Sells

Rank Stock Value
1
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$63M
2
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$48.4M
3
ABBV icon
AbbVie
ABBV
+$32.6M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$31.6M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$27.7M

Sector Composition

Rank Sector Weight
1 Technology 9.83%
2 Financials 3.85%
3 Consumer Discretionary 2.66%
4 Communication Services 2.45%
5 Healthcare 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ILCG icon
901
iShares Morningstar Growth ETF
ILCG
$3.27B
$2.79M ﹤0.01%
26,734
+24,385
+1,038% +$2.45M
CHRW icon
902
C.H. Robinson
CHRW
$18.1B
$2.78M ﹤0.01%
20,971
-9,920
-32% -$1.16M
GPC icon
903
Genuine Parts
GPC
$18.2B
$2.77M ﹤0.01%
20,010
+1,295
+7% +$174K
IDEV icon
904
iShares Core MSCI International Developed Markets ETF
IDEV
$32.3B
$2.77M ﹤0.01%
34,542
+1,584
+5% +$123K
CASY icon
905
Casey's General Stores
CASY
$31.8B
$2.76M ﹤0.01%
4,883
+8
+0.2% +$4.18K
CUZ icon
906
Cousins Properties
CUZ
$5.08B
$2.76M ﹤0.01%
95,348
+6,226
+7% +$177K
RWR icon
907
State Street SPDR Dow Jones REIT ETF
RWR
$1.97B
$2.75M ﹤0.01%
27,386
-486
-2% -$47.7K
CSGP icon
908
CoStar Group
CSGP
$12.2B
$2.74M ﹤0.01%
32,529
+13,722
+73% +$1.21M
MHK icon
909
Mohawk Industries
MHK
$9.23B
$2.74M ﹤0.01%
21,217
+17,040
+408% +$2.11M
PNOV icon
910
Innovator US Equity Power Buffer ETF November
PNOV
$894M
$2.73M ﹤0.01%
66,460
+32,872
+98% +$1.33M
APAM icon
911
Artisan Partners
APAM
$3.04B
$2.73M ﹤0.01%
62,796
+3,928
+7% +$181K
SKY icon
912
Champion Homes
SKY
$4.91B
$2.72M ﹤0.01%
35,613
-113
-0.3% -$7.98K
FFIV icon
913
F5
FFIV
$23.3B
$2.7M ﹤0.01%
8,353
+2,026
+32% +$634K
HAS icon
914
Hasbro
HAS
$12.9B
$2.68M ﹤0.01%
35,372
+20,398
+136% +$1.58M
ON icon
915
ON Semiconductor
ON
$30.1B
$2.68M ﹤0.01%
54,278
+5,169
+11% +$272K
VNO icon
916
Vornado Realty Trust
VNO
$7.58B
$2.67M ﹤0.01%
65,936
-773
-1% -$30.1K
HUBS icon
917
HubSpot
HUBS
$12.6B
$2.67M ﹤0.01%
5,709
+3,167
+125% +$1.59M
REKR icon
918
Rekor Systems
REKR
$92.1M
$2.67M ﹤0.01%
+1,700,700
New +$2.15M
ESTC icon
919
Elastic
ESTC
$7.34B
$2.67M ﹤0.01%
31,582
+19,573
+163% +$1.65M
MOS icon
920
The Mosaic Company
MOS
$7.52B
$2.67M ﹤0.01%
76,867
+55,025
+252% +$1.9M
HRL icon
921
Hormel Foods
HRL
$13.9B
$2.66M ﹤0.01%
107,441
-14,733
-12% -$408K
SSO icon
922
ProShares Ultra S&P500
SSO
$8.36B
$2.65M ﹤0.01%
+47,260
New +$2.47M
ZBH icon
923
Zimmer Biomet
ZBH
$19.1B
$2.65M ﹤0.01%
26,859
+3,752
+16% +$372K
OMC icon
924
Omnicom Group
OMC
$22.7B
$2.63M ﹤0.01%
32,272
+4,088
+15% +$309K
BXP icon
925
Boston Properties
BXP
$11.2B
$2.63M ﹤0.01%
35,355
+609
+2% +$43K
35 36
37
38 39

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Mercer Global Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, Mercer Global Advisors held 2,762 positions worth $59.9B, up 22% from $49.1B the previous quarter. Its ten largest holdings account for 37% of the portfolio.

Mercer Global Advisors deployed $7.92B of net new capital in Q3 2025, opening 514 new positions and adding to 1,374 existing holdings. Its largest new stake was Apple: 6,050,013 shares worth $1.53B.

By sector, the portfolio is most concentrated in Technology at 9.8% of assets, up from 4.1% a quarter earlier, followed by Financials and Consumer Discretionary.

On the sell side, the largest reduction was Vanguard Short-Term Corporate Bond ETF, an estimated $63M trimmed.

  • Mercer Global Advisors's largest Q3 2025 buy was Apple: 6,050,013 shares worth $1.53B.
  • Mercer Global Advisors added most to iShares Core US Aggregate Bond ETF in Q3 2025, an estimated $490M increase.
  • Mercer Global Advisors's biggest Q3 2025 reduction was Vanguard Short-Term Corporate Bond ETF, cutting an estimated $63M.
  • Mercer Global Advisors fully exited Virtus Private Credit Strategy ETF in Q3 2025, selling an estimated $9.11M.
  • Mercer Global Advisors's ten largest holdings make up 37% of its $59.9B portfolio in Q3 2025.
  • Mercer Global Advisors opened 514 new positions and closed 129 in Q3 2025.
  • Mercer Global Advisors's portfolio value rose 22% quarter-over-quarter to $59.9B.

Based on Mercer Global Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.